Eye

Embrace volatility, wield patience. Flip alts, stack #BTC.

[Eye @theultimateye]

@SCHIZO_FREQ ADHD is a god-given gift. unlimited creativity, connecting dots, lateral thinking and selective hyper focus. meds mute this.

try meditation. will help you get the best of both worlds.

meditating for several months now. can focus for 10hr+ at will. happy to discuss more.

[Eye @theultimateye]

@beniduboss great guide beni. best sleep position? trying to learn to back sleep because shoulders are too broad & hips too narrow to side sleep well.

but it’s so hard to back sleep, i can never fall asleep & if i do i wake up & switch to side or stomach, then wake in morning with pain.

[Eye @theultimateye]

@bagholderski same

[Alex Becker 🍊🏆🥇 @ZssBecker]

If you do not consistently take big leaps of faith bets on yourself, sacrifice and struggle..

You will likely be poor and have a bad life.

It’s as simple as this.

Figure out exactly what you want, cut everything that’s not it and take on risk and challenges till it happens.

Or else…life will decide for you.

The things you wanted will be the sacrifice.

You will get the returns of taking zero risk (aka nothing).

And you will fail to grow due to never being challenged or struggling to reach a higher level of you.

The result is a life full of nothing you wanted, no money/success and being undeveloped weak person.

That’s terrifying. Do everything you can to avoid it.

[Kun @0x_Kun]

Keynesian economics imo has led to a more secular society where instead of sacrifice and responsibility, we've shifted to relying on others and governments. People's partners are their Instagram handles and their fathers are the government

The average person should be able to save money by spending less than they earn and be okay long term. Instead because of Keynesian thinking everyone now has to learn investing and depend on third parties, taking away from self-agency

I'm sympathetic to the idea that we needed this model in the 20th century - most businesses were highly capital intensive and despite potential failure many needed to be tried. And when capital is misallocated, it still ends up funding innovation. It’s like trying to hit 10 hidden targets in a forest -firing a machine gun is faster than walking around with a shotgun

The downside is it produces memecoin millionaires, turns Bernard Arnault—whose business is literally “luxury”—into one of the richest man on Earth, and creates house extensions that cost more than the house itself. Massive inequality taking away from dutiful savers to help overextended risk takers.

Still, the last 50 years saw incredible progress in tech. But now that we’re hitting the S-curve of AI and broader innovation we no longer need to light a match under everyone through endless debasement. Most businesses today are less capital intensive and more intellectually intensive. With aging and declinng populations, we need a system that matches our era

Keynesian economics like many old models, was built for a pre-tech world that couldn’t foresee today’s innovation velocity driven by AI, the internet, and software which drives deflation on an accelerated basis - a new counterbalance system needs to take into account this reality

A cultural reset also means returning to community, responsibility, and sacrifice. But to do that people need a savings tool that isn’t manipulated where working and saving is enough to get by

Marrying Austrian economics with Bitcoin and shifting our culture away from the secular toward the sacred feels much more aligned with the future that's coming

[Darius Dale @DariusDale42]

I know a lot of people don't read anymore—which is partially why so many investors keep losing tons of their and/or other people's money—so here is the key passage from today's must-read note for the "TLDR" crowd:

“We view the current meltdown in the Treasury market as part and parcel of the Fourth Turning polycrisis that we have been preparing @42Macro clients for since the summer of 2023 when we first debuted our Investing During A Fourth Turning Regime presentation.

One of the key takeaways from the presentation is our structural bearish bias on Treasury bonds and expectation that the US would have a cascading series of EM-style financial crises that require greater and greater monetary debasement and financial repression by the Fed to calm Treasury market dysfunction.

Ultimately, the Fed will be forced to go to unprecedented lengths to plug the growing, geopolitically driven supply-demand imbalance in the Treasury bond market once the world deems the US to be in fiscal crisis—an outcome we still anticipate by 2030. I get chills when I think about the impact such a great monetary inflation would have on the poorest members of our society—i.e., the people I grew up with. That is why I am so passionate about helping investors and ordinary people prepare for these global macro risks.

We put this deeply researched view into action when we pivoted our systematic KISS Portfolio Construction Process permanently out of Treasuries and into Gold last fall. We currently feature that Oct-24 Around the Horn presentation on our Sample 42 Macro Research page: https://t.co/LQvjX7i7qY.

You can preview our “US fiscal crisis by 2030” thesis here: https://t.co/ExwXhhyOwU.

We provided a detailed update regarding this deeply researched view on slides 56-84 in our Apr-25 Macro Scouting Report presentation last Friday when the 10yr Nominal Treasury Yield closed below 4%. Although @42Macro currently advises a collection of systemically important buy side clients whose cumulative AUM is well north of $25 trillion, any investor in the world can access this content via our Macro Strategist or Macro Strategist Pro subscriptions here: https://t.co/KTyzYkb9II.

We price our top-tier Wall Street research so that every investor on Main Street has a chance to compete for returns too. Social mobility is very important to me as someone that grew up living exclusively in public housing, homeless shelters, and the occasional automobile. Please like AND repost this note if you support my mission to truly democratize the best of Wall Street.” ❤️

[:) @smileycapital]

there's coins that are in an uptrend for weeks already;

they refuse to go down and are making higher lows on each BTC dump;

free money on the floor - we're not going to be downtrending forever.

[Dudes Posting Their W’s @DudespostingWs]

Men are not approaching Women Anymore

How do we fix this?

[Kun @0x_Kun]

Today is a great example of why you want to own macro global assets

In statecraft within a multi polar world the private markets are dictated to by governments and not the other way around as they become collateral damage

Stocks in general have to do go down to match reality - if its costs you 20% more to make a product then your price goes up - No two ways about it

However things like Bitcoin,gold, software monopolies etc are not impacted and in opposite can benefit in their own ways

What people confuse is the correlation

When markets go down everything first goes down in liquidity correlation from bonds to stocks to gold - people that follow markets know this but there is a misconception that the things that are meant to outperform happen at the exact same time as when stocks go down - that’s not the case

Go back and look at financial crisis or covid etc everything goes down - it’s just what goes down less and then it’s the outperformance that comes out of it

Ask yourself what benefits from global uncertainty, global money printing and can survive in a world filled with physical disruptions - no matter what there will be a market and money that needs to be invested (and only more money overtime)

[meatball times @meatballtimes]

one skill that massively improved my career: discovering The Game.

after failling promotion despite excellent reviews, I became a friendly but totally cynical opportunist, doing only what would look good

strangely, certain people started totally opening up to me:

[Minty @DeFiMinty]

My Crypto Cheat Sheet

[big titty warlord @retarded__woman]

I am crowdsourcing ideas for where to meet girls

Assume the person in question is a normal well adjusted 25 year old man fresh out of a relationship

[Raoul Pal @RaoulGMI]

The waiting game is almost over...the 10 week lead is my preferred... but

[Kun @0x_Kun]

Imagine its 2019 and you are a young man living in Myanmar - Lifes going pretty well and country has been stable with increasing economic growth

You did well enough and you bought a home and have some savings to
Your parents tell you how proud they are

Fast forward couple years on talks of election fraud there is a military coup - you dont agree but hey maybe there was and while it doesnt look great you arent too worried because you are doing well

A year later your house price is up 30% - "man im a genius lucky i bought before"

But then you start noticing that cost of stuff has gone up and you start to think "well im doing well since i own assets but how can others possibly afford this cost of living issues when wages arent keeping up"

Another year goes by and then you start to think wait everything is going up and now your own savings really arent much relative to what you can buy and your earnings are up but worth half what is was couple yrs ago but "hey at least my property is up alot and got a raise"

You are bored and google property prices and start thinking wow everything is so expensive this is insane - houses that were worth X are now worth 3x

A year later you start thinking ok this is tough and I better sell and maybe move to another country so you check exchange rates and things and realise all the gains in RE and savings is worth a small fraction in USD compared to 5 yrs ago

"man this currency is worthless" you tell yourself as you realise that things werent getting expensive - the money was worthless

You realise it only seemed expensive because debasement wasnt added to wages and your worldview was built on a changing denominator looking at asset values in your currency to determine wealth

- Now this is semi based on the reality of whats happened in Myanmar but its easy to see how this is not far from what most feel in western world

Most the populations are still playing Monopoly when the gameboard changed and now someones pulled a reverse UNO on you - its a subtle and gradual shift that accelerates

When you watch Bloomberg or any mainstream news noone ever mentions money printing its all about valuations and productivity and debt etc They tell you owning gold is for a hedge on uncertainty not because money is worthless - they are broadcasting a Monopoly game (which most believe) while smart people start playing UNO

[Eye @theultimateye]

@0x_Kun @nickvannewkirk Going further on that statement. Do you see a world where RE outperforms all the other assets? What conditions will that require?

[Eye @theultimateye]

@0x_Kun @nickvannewkirk 100%. Unfortunately, some jurisdictions have exit taxes on move (example: Canada), so that’s something to also look out for.

[Kun @0x_Kun]

"Just buy SP500" has become the mantra of investing professionals advice

Thats true when you are looking at an economy where the market is driven by productivity

I think most would be very suprised to learn that in last 25 yrs that SP500 UNDERPERFORMED gold

So for all that rebalancing the SP does and exposure to companies all for nothing - all the discussions on the economy etc waste of time

This is what happens when performance is mostly driven by inflation - monetary debasement

Hence the only long term assets I see is Bitcoin/Gold/Software monopolies and then RE as a consumption insurance good not investment which is just to ensure you dont get priced out of an area or benefit at least from nominal gains or if you are lazy and cant be bothered to move around (ie imagine a dude in Turkey who owns a house - up in price but not a real gain but at sametime his wages wouldnt keep up to buy had he waited since he earns Lira) - Wealthier you are the less id own in RE as a % as its a lockin asset that ties you to jurisdictions

I think of gold as a replacement for treasuries in short/med term liquidity (essentially cash) and the software stocks as nominal growth/call option on productivity miracles that may happen and then Bitcoin as the opportunity to benefit across all fronts and see a monetary asset come to life in real time where you benefit both from the speculative growth transition phase and then from the steady growth phase which is a generational opportunity imo

You can break it down further but I think if the average person can spend a little time its not hard to understand when they are considering wealth management and there is a spectrum of combinations for the most conservative to the most ambitious

[Eye @theultimateye]

@smileycapital nice one as always. what are your thoughts on continuing to hold memes while still down 60-80%?

[Mike Alfred @mikealfred]

Inflation is crashing. QT is ending. The dollar is tanking. Long term yields are falling. Global M2 is breaking out to all time highs. The US Government wants to buy as much BTC as they can. And Bitcoin is still trading for $82,000. Explain to me again why I should be bearish.

[Miles Deutscher @milesdeutscher]

Biggest killer in crypto: Complacency.

• Ignoring warning signs = complacency
• Not taking profits = complacency
• Acting slow on new information = complacency
• Bad planning = complacency

99% of my mistakes in the market can be boiled down to being complacent in some form.